MSWM

Mowery & Schoenfeld Wealth Management’s Blackrock BLK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$672K	Sell	640 -6	-0.9%	-$6.3K	1.02%	17
2025 Q1	$611K	Buy	646 +6	+0.9%	+$5.68K	1.2%	18
2024 Q4	$656K	Buy	640 +626	+4,471%	+$642K	1.28%	16
2024 Q3	$13.3K	Buy	+14	New	+$13.3K	0.02%	162